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iShares Core S&P Small-Cap ETF

1,217 hedge funds and large institutions have $27.9B invested in iShares Core S&P Small-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 612 increasing their positions, 365 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,217
Holders Change
+32
Holders Change %
+2.7%
% of All Funds
27.87%
Holding in Top 10
225
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.88%
% of All Funds
5.15%
New
84
Increased
612
Reduced
365
Closed
44
Calls
$26M
Puts
$34.3M
Net Calls
-$8.26M
Net Calls Change
-$8.88M
Name Holding Trade Value Shares
Change
Shares
Change %
WC
901
Weil Company
California
$465K
ACG
902
Allen Capital Group
Nebraska
$464K
MCM
903
Mitchell Capital Management
Kansas
$460K +$36.9K +423 +9%
SLG
904
Stanley-Laman Group
Pennsylvania
$458K +$1.48K +17 +0.3%
RC
905
RegentAtlantic Capital
New Jersey
$451K +$67.3K +772 +18%
ZF
906
Zhang Financial
Michigan
$447K
6M
907
6 Meridian
Kansas
$446K -$378K -4,330 -46%
NEPWA
908
New England Private Wealth Advisors
Massachusetts
$446K +$105K +1,205 +31%
BFC
909
Bedel Financial Consulting
Indiana
$445K +$3.52K +43 +0.8%
LC
910
Lourd Capital
California
$445K +$445K +5,105 New
OWM
911
Orgel Wealth Management
Wisconsin
$439K
MC
912
Martin & Co
Tennessee
$437K -$8.28K -95 -2%
GC
913
Gibson Capital
Pennsylvania
$436K
BPC
914
Banque Pictet & Cie
Switzerland
$436K
SC
915
Scholtz & Company
Connecticut
$436K
PO
916
Private Ocean
California
$435K +$13.6K +156 +3%
CCA
917
Clearwater Capital Advisors
Illinois
$433K +$32.9K +377 +8%
FMBTD
918
First Midwest Bank Trust Division
Illinois
$433K +$59.3K +680 +16%
CMP
919
Courage Miller Partners
Virginia
$427K +$959 +11 +0.2%
BI
920
Ballast Inc
Kentucky
$427K +$4.56K +52 +1%
TW
921
Transform Wealth
Colorado
$426K
FVCM
922
F&V Capital Management
Florida
$424K +$61.1K +700 +17%
JA
923
JOYN Advisors
Georgia
$420K +$45K +516 +12%
SS
924
Sunbelt Securities
Texas
$414K -$17.6K -202 -4%
RFWA
925
RPg Family Wealth Advisory
Massachusetts
$413K -$52.6K -603 -11%